Since most larger organizations using PDI extend beyond a single district, candidate, or ballot measure, they usually require the use of multiple associated system Accounts. This allows an organization to create separate workspace environments for groups or individuals within the organization.
Every organization starts with a single Account, which is referred to as the Top Parent Account. A Parent Organization can create multiple Child Accounts, which can then be authorized by their Parent to create their own Child Accounts. There is no technical limit to the number of Account generations an organization can create.
The goal of PDI’s Account structure is to provide appropriate system access to an entire organization, while maintaining a data structure that provides a meaningful understanding of all collected data throughout the organization. The hierarchy of the system indicates the direction in which control is determined and data flows. Control moves downward from Parent to Child Account, while data flows upward from the Child Account to Parents.
The hierarchical Account structure starts with the Top Parent Account. From this Account, administrators can create access profiles, Candidate/Ballot Measures, Flags/Response Codes, Source Type, and Survey Questions to be passed on to Child Accounts. This process provides the continuity and structure required for large organizations to effectively manage Child Account access levels and acquired data. In other words, Parent Accounts set the rules for system access and Flag/Response Code data naming conventions throughout the system to ensure that authorized access reflects authorized personnel and that Parent Organizations know where to find data acquired by its Child Accounts.
All data acquired by a Child Account is available to its Parent Account and the parent’s Parent Accounts as well. The Parent Accounts at the top of the organization have access to all data throughout the entire organization. It is recommended that the Top Parent Account is used for account configuration and administration only, and not for the day-to-day organizational work. Keeping this account clean and organized will help keep the Child Accounts properly maintained.
Click here for instructions on creating a child account.
Multiple User Accounts can be created within a system account to allow multiple people to work simultaneously within the workspace environment. User accounts can have different access level configurations but cannot exceed the limitations of its host system account.
Click here for instructions on creating new users.
Phone Bank Canvassers and Mobile Canvassers do not require access to the PDI program, but instead work outside the actual program through the PDI Phone Bank app and the PDI Mobile Canvassing app. Depending on the settings of the Phone Bank, canvassers can be given the power to self-register for online phone banking, taking the job off the back of organization/campaign workers. If this feature is not enabled, users will have to assign canvassers as volunteers in the PDI system so they can access the phone bank. Mobile canvassers have to given permission by a campaign to actually use the mobile app. While the software can be obtained before a canvasser has been assigned by an organization/campaign, since the canvasser does not have a log-in they will stuck on the homepage of the app.
Click here for instructions on creating volunteers.